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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
123 South Marengo Ave 2Nd Floor, Pasadena, CA 91101 • United States
123 South Marengo Avenue, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Thousand Oaks | CA | 09/2017 | 03/2018 |
| World Financial Group, Inc. | Thousand Oaks | CA | 01/2017 | 03/2018 |
| Student | Los Angeles | CA | 06/2016 | 01/2017 |
| The Retirement Group, Llc | San Diego | CA | 03/2018 | 06/2019 |
| Fsc Securities | San Diego | CA | 03/2018 | 06/2019 |
| Miramontes Capital Llc | Newport Beach | CA | 08/2019 | 02/2021 |
| Purshe Kaplan Sterling Investments | Newport Beach | CA | 10/2019 | 02/2021 |
| Massmutual Life Insurance Company | Costa Mesa | CA | 04/2021 | 12/2023 |
| Mml Investor Services | Costa Mesa | CA | 05/2021 | 12/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2023 | 05/2025 |
| Wescom Financial Services, Llc | Pasadena | CA | 12/2023 | 05/2025 |
| Lpl Financial Llc | Pasadena | CA | 05/2025 | Present |
1- 05/15/2025 - Wescom Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 12/20/2023 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-28 |
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